SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 495 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,286,732 | -19.2% | 145,898 | -13.4% | 2.92% | -14.0% |
| Q2 2023 | $7,776,941 | -2.5% | 168,478 | -0.6% | 3.39% | -5.4% |
| Q1 2023 | $7,978,175 | +22.1% | 169,532 | +21.1% | 3.59% | +20.7% |
| Q4 2022 | $6,536,207 | +23.5% | 139,962 | +18.6% | 2.97% | +9.8% |
| Q3 2022 | $5,294,000 | -5.7% | 117,969 | +2.2% | 2.71% | +1.0% |
| Q2 2022 | $5,615,000 | -10.2% | 115,410 | -10.4% | 2.68% | -4.9% |
| Q1 2022 | $6,254,000 | – | 128,859 | – | 2.82% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| THEORY FINANCIAL LLC | 584,917 | $25,870,879 | 15.17% |
| Pinnacle Wealth Management, LLC | 233,275 | $10,317,753 | 12.52% |
| Pioneer Wealth Management Group | 348,940 | $15,433,623 | 11.76% |
| FINANCIAL LIFE ADVISORS | 526,806 | $23,300,618 | 10.03% |
| FFG RETIREMENT ADVISORS LLC | 262,768 | $11,622,229 | 9.64% |
| KilterHowling LLC | 240,339 | $10,630,186 | 9.36% |
| RATIONAL ADVISORS LLC | 2,312,140 | $102,265,952 | 9.26% |
| BlueSky Wealth Advisors, LLC | 995,422 | $44,027,517 | 9.00% |
| Waterford Advisors, LLC | 347,825 | $15,384,300 | 8.61% |
| Members Advisory Group LLC | 276,811 | $12,243,437 | 7.91% |